See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,667 | $91,538-3.1% | $129,995-31.8% | $75,163+18.0% |
| Participation rate | 71.2% | 71.4%-0.3pp | 78.5%-7.3pp | 67.2%+4.0pp |
| Annual return | 15.93% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,994 | $2,845-29.9% | $4,320-53.8% | $2,670-25.3% |
| Participant deferral / active EE | $3,168 | $4,341-27.0% | $5,820-45.6% | $4,125-23.2% |
| Admin fee / account holder | $2,143 | $6,790-68.4% | $10,614-79.8% | $5,651-62.1% |